Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.655 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 50558.44 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44274.77 Kr¶
PnL: ---------------------------------------> -500.62 Kr¶
DD now: ---------------------------------> -4.823 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 17:12:16.361920'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Orrön Energy | 170 | -1.450000 | 2076.550000 | 35.700000 | 1.750000 | 2040.850000 |
| Hexagon B | 26 | -0.380000 | 3439.800000 | 28.600000 | 0.840000 | 3411.200000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Vitec Software Group B | 2 | -0.890000 | 1116.000000 | 15.000000 | 1.360000 | 1101.000000 |
| Profoto Holding | 7 | 0.240000 | 596.400000 | 14.400000 | 2.470000 | 581.999999 |
| HEXPOL B | 8 | -0.330000 | 961.600000 | 6.400000 | 0.670000 | 955.200000 |
| Hennes & Mauritz B | 6 | -0.590000 | 914.880000 | 4.920000 | 0.540000 | 909.960000 |
| Hexatronic Group | 15 | 2.030000 | 1072.200000 | 4.500000 | 0.420000 | 1067.700000 |
| Sagax B | 4 | -1.950000 | 884.800000 | 1.600000 | 0.180000 | 883.200000 |
| Sandvik | 4 | -1.400000 | 846.400000 | 0.800000 | 0.090000 | 845.600000 |
| AcadeMedia | 20 | -0.810000 | 976.400000 | 0.800000 | 0.080000 | 975.600000 |
| ASSA ABLOY B | 4 | -1.430000 | 991.200000 | 0.400000 | 0.040000 | 990.800000 |
| Sagax A | 4 | -1.340000 | 884.000000 | 0.000000 | 0.000000 | 884.000000 |
| INVISIO | 15 | -1.450000 | 3562.500000 | 0.000000 | 0.000000 | 3562.500000 |
| SKF B | 5 | -1.410000 | 977.500000 | -0.500000 | -0.050000 | 978.000000 |
| Atrium Ljungberg B | 5 | -0.880000 | 900.500000 | -1.000000 | -0.110000 | 901.500000 |
| BHG Group | 109 | -5.520000 | 1417.000000 | -2.180000 | -0.150000 | 1419.180000 |
| Platzer Fastigheter Holding B | 12 | -1.620000 | 946.800000 | -2.400000 | -0.250000 | 949.200000 |
| Latour B | 4 | -3.410000 | 850.800000 | -3.200000 | -0.370000 | 854.000000 |
| Biotage | 1 | -9.320000 | 143.100000 | -4.400000 | -2.980000 | 147.500000 |
| Eastnine | 6 | -1.630000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| Bufab | 3 | -1.330000 | 1067.400000 | -5.400000 | -0.500000 | 1072.800000 |
| Addnode Group B | 7 | -3.100000 | 897.400000 | -5.600000 | -0.620000 | 903.000000 |
| EQT | 4 | -2.480000 | 863.600000 | -7.200000 | -0.830000 | 870.800000 |
| Creaspac SPAC | 40 | -0.310000 | 3816.000000 | -8.000000 | -0.210000 | 3824.000000 |
| JM | 7 | -2.330000 | 939.400000 | -8.400000 | -0.890000 | 947.800000 |
| Gränges | 10 | 3.220000 | 1027.000000 | -9.000000 | -0.870000 | 1036.000000 |
| OX2 | 12 | -4.110000 | 897.000000 | -9.600000 | -1.060000 | 906.600000 |
| Alimak Group | 12 | -1.070000 | 994.800000 | -9.600000 | -0.960000 | 1004.400000 |
| BioGaia B | 8 | -3.490000 | 885.600000 | -16.800000 | -1.860000 | 902.400000 |
| Byggmax Group | 33 | -3.300000 | 947.760000 | -17.160000 | -1.780000 | 964.920000 |
| Vitrolife | 3 | -3.690000 | 657.600000 | -19.400000 | -2.870000 | 677.000001 |
| Investor B | 3 | -2.470000 | 638.550000 | -19.450000 | -2.960000 | 657.999999 |
| Catena | 2 | -3.040000 | 777.600000 | -26.000000 | -3.240000 | 803.600000 |
| Hoist Finance | 36 | -2.880000 | 970.200000 | -37.800000 | -3.750000 | 1008.000000 |
| VEF | 788 | -2.480000 | 1856.530000 | -40.970000 | -2.160000 | 1897.504000 |
| Sedana Medical | 93 | -3.300000 | 2613.300000 | -370.280000 | -12.410000 | 2983.577733 |
| TOTAL | 44274.770000 | -500.620000 | -4.82284% | 44775.391732 |
Updated:¶
'2023-06-19 17:12:33.107321'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
